As we look forward to the end of winter and the launch of spring, that also means the April 15th tax deadline is that much closer. Being prepared is the best way to ensure a smooth tax season and minimize any surprises. So, if you’ve yet to dig in and give some dedicated focus to your taxes, here are a few suggestions to get you going:

  • Begin Gathering Source Documents—Start getting all of your documents ready to go. Pull together receipts, invoices, statements, etc.

  • Get Organized—Be sure to organize your documents properly. This will help you identify any missing pieces. Practicing good recordkeeping will make tax season far less stressful.

  • Start Scanning for a Paperless Tax Season—If you haven’t already, now is a good time to adopt a paperless process. It’s so much easier to operate in a digital environment…with invoices, receipts, and all other documents available with the click of the mouse. Going into tax season, you’ll feel a big sense of relief by having all your documents stored electronically.

  • Use Your Portal—We developed our advanced online portals to provide you with an easy-to-use and convenient system to both send us your tax source documents and access your completed returns. If you are not already using your portal, take a few minutes to get familiar with the system. You will love the 24/7 access and direct line of communication with our firm!

Give our firm a call if you have questions or require some personalized assistance. Here’s to a smooth and worry-free tax season!